Search for a Customer

Previous Lesson: Add Your First Tenant

To search for a customer, type in your search term like the postcode, address, telephone, job number, invoice number or account number.

 

Search.png

 

Depending on what you've typed in, you will need to select from the drop down the relevant option.

 

SearchDropdown.png

 

Click the search button.  This will display a list of results.  Click on the customer/job/invoice which you wish to view.

 

SearchResults.png

 

 Next Lesson: Customer Notes

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